By working with our Tribeca team (you’ll get to know them as your Tribeca Tribe), we’ll make sure you gain a comprehensive and clear understanding of your immediate financial situation – and can use that knowledge to create relevant and realistic goals for your retirement.
Your retirement years should be relaxing. As you get closer to this milestone, we focus on showing you how to protect the money you have to invest.
Using scenario modelling, we take in account your assets, taxes, and any Age Pension or additional payments you may qualify for to map out a plan to that ensures your savings will last throughout retirement.
One thing we can guarantee is you’ll never be a number to us. We genuinely want to know your story. And care about your financial wellbeing now and into your retirement.
Our approach to money is a little bit different.
As you’ve probably gathered, we’re not just about improving your finances. Yes, that’s obviously important. But we think financial advice should be so much more.
Our aim is to help you build the life you want, by prioritising what’s most important at each stage of your life and putting together a financial roadmap to make your wealth last.
Financial wellbeing means freedom from financial stress and the ability to live Your Good Life. We’re with you every step of the way, both in helping you reach your full financial potential as well as guiding you through the tough times.
We’re a people business. So above all we value the feedback we receive from our clients. The comments below in many ways define us, and fuels our motivation and determination to keep improving and innovating.
We’re a proud FPA Professional Practice. As an approved FPA Professional Practice, we comply with the highest ethical and professional standards set by the Financial Planning Association of Australia FPA. We have met their rigorous eligibility and ongoing commitment criteria, and employ a high proportion of CERTIFIED FINANCIAL PLANNER® professionals – the most qualified financial planners in the world.